The affiliate-centric digital hub for Swiss pension funds
heLPP gives Swiss pension institutions one integrated suite to digitize individual mutations, centralize asset management, and return data sovereignty to affiliates.
A heavy and fragmented system
Swiss occupational pensions are essential — but built on legacy processes that frustrate every actor in the chain.
Limited visibility on their pension capital, paper-heavy mutations, and almost no control over their personal data.
Manual processing, scattered systems, costly data storage, and a heavy GDPR burden.
Hundreds of fragmented accounts, low operational efficiency, and reconciliation overhead on every order.
Pension funds were built around process. heLPP rebuilds them around people — without compromising governance.
An integrated suite for pension fund operations
my heLPP is the affiliate-facing OS — wallet, certificates, multi-foundation history. heLPP Desk runs the foundation back-office. heLPP Asset Management runs the collective account. Together they form a coherent digital backbone.
Asset Management is already operational
Live UBS connection, first foundation client (Aromed), and 5 years of R&D behind the platform. The hardest piece is shipped.
Simplify, optimize, innovate
Affiliate-centric
Every product starts from the affiliate experience and works backward to operations — not the other way around.
Operational efficiency
Automate flows, eliminate manual reconciliation, and let foundations focus on advice rather than paperwork.
Sector transformation
A coherent digital backbone for an industry that has been waiting for one. Built in Switzerland, for Swiss rules.
Ready to modernize your pension fund?
30-minute discovery call. No commitment, just a conversation.